A detailed history of Ep Wealth Advisors, LLC transactions in Workday, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,714 shares of WDAY stock, worth $999,214. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,714
Previous 2,452 51.47%
Holding current value
$999,214
Previous $548,000 65.51%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$207.75 - $264.68 $262,180 - $334,026
1,262 Added 51.47%
3,714 $907,000
Q2 2024

Aug 19, 2024

SELL
$207.08 - $272.44 $51,148 - $67,292
-247 Reduced 9.15%
2,452 $548,000
Q1 2024

May 14, 2024

SELL
$264.32 - $307.21 $80,617 - $93,699
-305 Reduced 10.15%
2,699 $736,000
Q4 2023

Feb 28, 2024

BUY
$205.14 - $278.68 $25,437 - $34,556
124 Added 4.31%
3,004 $829,000
Q3 2023

Nov 22, 2023

SELL
$211.22 - $252.21 $137 Million - $163 Million
-646,832 Reduced 99.56%
2,880 $618,000
Q2 2023

Aug 14, 2023

BUY
$178.32 - $227.12 $115 Million - $147 Million
647,193 Added 25692.46%
649,712 $147 Million
Q1 2023

Jun 05, 2023

BUY
$160.19 - $206.54 $403,518 - $520,274
2,519 New
2,519 $520,000
Q4 2022

Jun 12, 2023

BUY
$131.47 - $179.29 $56,795 - $77,453
432 Added 17.15%
2,951 $493,000
Q2 2022

Aug 11, 2022

SELL
$136.59 - $243.0 $172,103 - $306,180
-1,260 Closed
0 $0
Q1 2022

May 20, 2022

BUY
$213.01 - $263.72 $268,392 - $332,287
1,260 New
1,260 $302,000
Q2 2018

Aug 14, 2018

SELL
$117.72 - $138.01 $201,772 - $236,549
-1,714 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$103.4 - $139.07 $177,227 - $238,365
1,714 New
1,714 $218,000

Others Institutions Holding WDAY

About Workday, Inc.


  • Ticker WDAY
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 201,000,000
  • Market Cap $54.1B
  • Description
  • Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company's applications help its customers to plan, execute, analyze, and extend to other applications and environments, and to manage their business and operations. It offers a suite of financial management applications, which enable chief financia...
More about WDAY
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.